About Agilis Investment Management
Agilis Investment Management by Agile Financial Technologies is a comprehensive investment management platform designed to support asset managers, wealth managers, and financial institutions in handling complex investment operations.
Agilis Investment Management Details
Agilis Investment Management's In-App Market Place
Does Agilis Investment Management have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), SEK (kr), NZD (NZ$), SGD (S$), HKD (HK$), NOK (kr), KRW (₩), INR (₹), RUB (₽), ZAR (R), BRL (R$), MXN (MXN$), TRY (₺), AED (د.إ), SAR (﷼), QAR (﷼), THB (฿), IDR (Rp), MYR (RM), TWD (NT$), PHP (₱), PLN (zł), HUF (Ft), CZK (Kč).
Pros & Cons
- The bespoke approach ensures that investment strategies align perfectly with individual or institutional goals.
- Integrated focus on tax efficiency helps clients keep a larger portion of their generated wealth.
- Direct site visits and management interviews provide deeper insights than standard desk research.
- Access to esoteric, non-mainstream investments reduces competition and potentially increases specialized returns.
- Concentrates on high-yield, low-volatility assets which can provide consistent financial stability.
- A high-touch research and site-visit model typically results in higher management fees for the client.
- Physical presence is limited to a single location in Wilton, CT, potentially affecting local accessibility.
- Investing in niche, "not well known" assets can involve higher complexity and lower liquidity.
- As a specialty firm, their services may require high minimum investments typical of "white-glove" management.
- Despite a defensive focus, undervalued assets and equities remain susceptible to broader economic volatility.
Agilis Investment Management's Support Options
Email Address
team@agilisim.comContact
203-920-1011Agilis Investment Management's Alternatives
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